Microsoft Dynamics CRM

Easily accessible data is crucial for the smooth running of day-to-day business and to managing customer relationships. Market leading businesses expect information to be capable of providing complex analysis and future forecasts. It is important not just to be able to access data but also to have insight into what the data means.

Marketing efforts can be complex with internet marketing and e-commerce requiring a high level of technical sophistication as well as the capability to read and trend various efforts.  This places a premium on campaigns, which are easily developed, maintained and tracked.

Customer service departments need to know about contact history with a customer, prospect etc.  Customers can easily tell which organisations have a complete and real time CRM solution and those that do not.

Microsoft Dynamics CRM is the fastest growing CRM solution in the market today because of its fit within the Microsoft stack and its complete integration with Outlook. Dynamics CRM has been developed by Microsoft since 2003 from a simple Business Contact Manager to a complete full feature CRM system.

Dynamics CRM covers 3 key areas:

Sales – boost revenues and increase your sales pipeline accuracy with sales-force automation.  Watch the video from Microsoft:

Customer Service – deliver enhanced value to customers with real-time information and insights. Watch the video from Microsoft:

Marketing – improve your effectiveness with marketing solutions that give you a competitive advantage.  Watch the video from Microsoft:

Key Features of Dynamics CRM include:

  • Multi-tenancy – allows multiple organisations to exist within a single CRM implementation;
  • Report creation wizard – The design, creation and deployment of a report can be done with CRM via the report creation wizard;
  • Different server roles- from a scaling point of view, using different server role functions results in dramatically higher performance.  The roles are:
    • Applications server role – CRM web user interface and services;
    • Platform server role – provides services such as workflow and bulk e-mail;
    • Specific server roles – such as HelpServer or WebService can be deployed individually or grouped on one or more servers to enhance performance.
  • Dynamics CRM connector for SQL SRS – this resolves previous authentication problems found in previous versions;
  • Multilingual user interface (MUI) – MUI packs allows users to select the language for the use by the user;
  • Multicurrency – required for those organisations operating in international markets;
  • Resource Centre – both users and administrators can use the Resource Centre as a location where information can be shared;
  • Data migration Manager – enable user to easily perform migrations where in the past this has been done by system integrators;
  • Workflow – is now fully built into the CRM application;
  • E-mail router – has been upgraded and provide seamless integration with exchange and exchange is no longer a required component to enable CRM e-mail functionality;

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